Financial Planner Profile

Imran Amjad AFP®

Financial Planner

Imran is a Senior Financial Adviser at Véurr Financial Planning with an endless hunger for leading his clients to their Financial Freedom. His clients have shown their trust and valued the quality of advice he has provided over the years, through their reviews on Adviser Ratings.

He has been in the Financial Services Industry since 2004 with a focus on achieving Financial Freedom for his clients in Wealth Accumulation, Risk Protection, Superannuation Strategies, Lending Solutions, Retirement Planning, Intergenerational Advice and Expat Finances.

Being a passionate family man, he is committed to spending quality time with his better half and kids. He has extensive travel experience with an unstoppable hunger for travelling to every country in the world appreciating unique cultures and cuisines. The highlights for him have been trekking the Everest region, Bungee jumping off the Macau Tower and visiting the length of the Nile in Egypt, with over 50 countries travelled under his belt. His interests encompass geopolitics, world history and geography where he has read profoundly. Imran has also been an active community member where he has been involved with Canberra’s political and social scape for years bringing many communities together with a strong emphasis on inclusiveness.

He has embraced the vigorous regime of FASEA by keeping up his qualifications and maintaining an active Professional Development approach throughout his career.

Imran attributes his success in Financial Planning to his philosophy of ‘Tailored Solutions for Individual Circumstances’ where clients remain in control of their destiny of Financial Freedom.

Qualifications

Bachelor’s degree
Advanced Diploma of Financial Planning
Listed Product Adviser Program
Certificate in Mortgage Broking
FASEA Exam

How Do I Fit Within the team:

Being a Senior Adviser, my role is entrenched in the business enabling me to focus on client relationship building and providing tailored advice to their circumstances. With the help of a strong admin team who I train personally, the business is best placed to achieve Financial Freedom for my clients.

What to Expect When We First Meet

The 3 major benefits I promise my advice will deliver are:

1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life-changing outcomes

What will take place during the appointment?

The appointment will last approximately two hours, and will cover the following:
 An introduction to our service
 A discussion of your lifestyle and financial goals and how we can work together to achieve these goals
 A review of your personal and financial situation
 Agreement as to the next steps to be taken

A fee is based on the level of advice I am providing. I take every client as a unique individual who has different needs to others. The fee is tailored and discussed with the clients before progressing to ‘personal advice’ stage. The fee is/can be a combination of upfront and ongoing, all of which is disclosed upfront.

What to bring to the meeting:

In preparation for your initial meeting, please bring:

 Your latest tax return
 Bank statements
 Investment statements (including share statements)
 Superannuation statements
 Details of insurance policies
 Details of Wills & Power of Attorneys’
 A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process

What Are My Ethics and Values?

To mentor my staff and assist them with issues and problem solving wherever possible through knowledge and education and using my experience to further their learning. I believe having mutual respect in the workplace is of paramount importance with both client and employee relations.

“Imran attributes his success in Financial Planning to his philosophy of ‘Tailored Solutions for Individual Circumstances’ where clients remain in control of their destiny of Financial Freedom.”

Documents:

Financial Planning Services:

Personal Superannuation advice
Wealth Management & Non-Super Investment advice
Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
Taking a redundancy
Cash Flow Management

Debt Management
Inheritance
Business Insurances (Key Person, Business Expenses, Buy/Sell)
Centrelink Benefit Strategies
Relationship breakdown